Manage Departments & Department Tab Workflows in Shape Software
How does Shape Manage Multiple Departments? Because not all departments have the same daily activities, we give you the control to change the workflow tabs
Section Name: Integrated Customer Portal Features & Pricing
Manage Notification Templates in Shape Software
Configuring Notification Templates in Shape Notification Templates are the popups that come up on your screen when you’re logged into the system and receive a
Assigning Leads via Post URL
How to Bypass Distribution Rules by Assigning via Post URL Although Shape supports distribution rules as leads enter the system, some companies may want to
Record Visibility Settings By Role in Shape Software
Adjusting Record Visibility for your Users Shape Software provides a flexible data sharing design that allows you to expose different data sets to different sets
Understanding Lists in Shape Software
This guide covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter, and
Local Presence Rules & Settings in Shape Software
Local Presence & Text Messaging Rules Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection
Inbound Call Routing in Shape Software
Adjusting How you Receive Calls Inbound rules process and route inbound calls to the right destination, i.e. a particular phone number, user, department, team, etc.
Using Call Forwarding Phone Preferences in Shape Software
Note: Before adjusting your phone preferences, please be sure that you’ve successfully enabled your phone integration, purchased a phone number. This is taken care of
Using Local Presence in Shape Software
Phone Settings Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller
Manage Call Outcomes in Shape Software
How are Call Outcomes Utilized in Shape? Call Outcomes are statuses used to disposition a call once completed. Set your calls as “Bad Number” “Interested”
Deleting & Disabling Users in Shape Software
What is the Difference Between Deleting and Disabling a User? There are very small differences between deleted and inactive users in Shape Software. Deleted users
Using the Web Phone in Shape Software
Note: Before being able to use the phone, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID
Using Outbound Webhooks from Shape
How to Utilize Outbound Webhooks from Shape A webhook is a way for an app to provide other applications with real-time information. A webhook delivers
Outbound Voicemail Drop in Shape Software
What is Outbound Voicemail Drop? Outbound voicemail drop messages are (also known as voicemail automation) is a type of sales technology that is designed to
Lending Tree + Shape Software Mortgage Integration
Automatic Lending Tree Lead Posting in Shape Software With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to
Inbound Voicemail Recordings in Shape Software
Uploading an Voicemail Greeting for your Inbound Calls Inbound voicemail recordings are the voicemail greetings that customers will hear when you miss a call from
How to Connect Verse.io to Shape
Connecting Verse.io to Shape Software Shape CRM integrates directly with Verse.io to turn your new leads into sales ready opportunities through immediate AI-Driven and Human-Powered
Exporting in Shape Software
How to Export Records from Shape Lead and contact information is vital to your business. You may find yourself wanting to preserve that information. Shape
Outlook Online + Shape Software Email & Calendar Integration
How to connect Gmail or Outlook Online to Shape Work efficiently with your Gmail/GSuite or Outlook email and calendar in Shape Software CRM—together in one
Prioritization Rules (Organized List Dropdowns)
Prioritized Views in Shape In Shape, most users will work off of pre-defined Prioritization Rules for enhanced organization and efficiency. Your CRM will come with
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